Wade Financial Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wade Financial Advisory’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$370K	Buy	4,534 +64	+1%	+$5.16K	0.13%	57
2024 Q4	$340K	Buy	4,470 +719	+19%	+$57.2K	0.12%	59
2024 Q3	$316K	Hold	3,751	–	–	0.11%	63
2024 Q2	$296K	Sell	3,751 -149	-4%	-$11.8K	0.11%	64
2024 Q1	$312K	Sell	3,900 -40	-1%	-$3.06K	0.11%	63
2023 Q4	$298K	Buy	3,940 +310	+9%	+$22K	0.11%	66
2023 Q3	$251K	Hold	3,630	–	–	0.11%	65
2023 Q2	$265K	Sell	3,630 -1,250	-26%	-$91.2K	0.1%	67
2023 Q1	$351K	Hold	4,880	–	–	0.15%	60
2022 Q4	$321K	Sell	4,880 -7,075	-59%	-$444K	0.15%	65
2022 Q3	$671K	Buy	11,955 +50	+0.4%	+$3.13K	0.34%	40
2022 Q2	$747K	Sell	11,905 -2,200	-16%	-$150K	0.35%	41
2022 Q1	$1.04M	Buy	14,105 +10,560	+298%	+$795K	0.45%	37
2021 Q4	$282K	Hold	3,545	–	–	0.15%	65
2021 Q3	$278K	Buy	+3,545	New	+$285K	0.16%	64

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wade Financial Advisory's ESGD Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.4% in Q1 2025, buying an estimated $5.16K and bringing the position to 4,534 shares worth $370K. The position accounts for 0.13% of the portfolio, ranked #57.

Wade Financial Advisory first reported a position in ESGD in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.04M in Q1 2022. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

Wade Financial Advisory held 4,534 shares of iShares ESG Aware MSCI EAFE ETF worth $370K as of Q1 2025.
Wade Financial Advisory bought 64 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $5.16K.
iShares ESG Aware MSCI EAFE ETF made up 0.13% of Wade Financial Advisory's portfolio in Q1 2025, its #57 holding.
Wade Financial Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and has held it in 15 quarters since.
Wade Financial Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $1.04M in Q1 2022.
606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.